会议议程｜国泰海通“远望又新峰”2026春季策略会

Core Viewpoint - The article discusses the upcoming Guotai Haitong Spring Strategy Conference 2026, focusing on macroeconomic outlooks, policy insights, and investment opportunities across various sectors, particularly in AI, real estate, and global economic shifts [1][2]. Group 1: Macroeconomic and Policy Outlook - The conference will feature speeches on China's macroeconomic and policy outlook, as well as the U.S. economic and monetary policy perspectives [2]. - Keynote speakers include prominent figures from academia and finance, providing insights into the current economic landscape and future trends [2][11]. Group 2: AI and Technology Trends - The conference will explore the rapid development of AI applications and their implications for various industries, including marketing, storage, and computing [4][6]. - Discussions will include the impact of AI on CPU demand and the evolution of AI-driven business models [5][6]. Group 3: Real Estate and Investment Strategies - A session will focus on the outlook for real estate prices in 2026, addressing market trends and investment opportunities [7][10]. - The conference will also cover strategies for investing in high-dividend and technology transformation sectors [10][22]. Group 4: Global Economic Changes - The event will address the reshaping of international order and its effects on asset pricing, highlighting the need for adaptive investment strategies [5][8]. - Topics will include geopolitical dynamics and their influence on China's policy choices and economic strategies [15][19]. Group 5: Sector-Specific Insights - Various sessions will delve into specific sectors such as renewable energy, consumer goods, and healthcare, discussing growth prospects and investment strategies [25][27]. - The conference will also feature insights into the evolving landscape of commercial aerospace and the implications for investment [22][39].